vs
EAGLE MATERIALS INC（EXP）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是EAGLE MATERIALS INC的1.8倍（$1.0B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 2.2%，领先16.3%），Liberty Energy Inc.同比增速更快（4.5% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -6.2%）
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
EXP vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.8倍
$556.0M
营收增速更快
LBRT
高出4.8%
-0.4%
净利率更高
EXP
高出16.3%
2.2%
两年增速更快
EXP
近两年复合增速
-6.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $1.0B |
| 净利润 | $102.9M | $22.6M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 2.2% |
| 净利率 | 18.5% | 2.2% |
| 营收同比 | -0.4% | 4.5% |
| 净利润同比 | -13.9% | — |
| 每股收益（稀释后） | $3.22 | $0.14 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收EXPLBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $556.0M | $1.0B | ||
| Q3 25 | $638.9M | $947.4M | ||
| Q2 25 | $634.7M | $1.0B | ||
| Q1 25 | $470.2M | $977.5M | ||
| Q4 24 | $558.0M | $943.6M | ||
| Q3 24 | $623.6M | $1.1B | ||
| Q2 24 | $608.7M | $1.2B |
净利润EXPLBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $102.9M | $13.7M | ||
| Q3 25 | $137.4M | $43.1M | ||
| Q2 25 | $123.4M | $71.0M | ||
| Q1 25 | $66.5M | $20.1M | ||
| Q4 24 | $119.6M | $51.9M | ||
| Q3 24 | $143.5M | $73.8M | ||
| Q2 24 | $133.8M | $108.4M |
毛利率EXPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | 20.6% | ||
| Q3 25 | 31.3% | 18.7% | ||
| Q2 25 | 29.2% | 22.1% | ||
| Q1 25 | 22.2% | 22.1% | ||
| Q4 24 | 31.9% | 21.4% | ||
| Q3 24 | 32.7% | 26.2% | ||
| Q2 24 | 30.7% | 27.9% |
营业利润率EXPLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | -0.3% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | 32.8% | 2.6% | ||
| Q3 24 | 34.2% | 9.4% | ||
| Q2 24 | 32.0% | 12.2% |
净利率EXPLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 18.5% | 1.3% | ||
| Q3 25 | 21.5% | 4.5% | ||
| Q2 25 | 19.4% | 6.8% | ||
| Q1 25 | 14.1% | 2.1% | ||
| Q4 24 | 21.4% | 5.5% | ||
| Q3 24 | 23.0% | 6.5% | ||
| Q2 24 | 22.0% | 9.3% |
每股收益（稀释后）EXPLBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $3.22 | $0.08 | ||
| Q3 25 | $4.23 | $0.26 | ||
| Q2 25 | $3.76 | $0.43 | ||
| Q1 25 | $2.01 | $0.12 | ||
| Q4 24 | $3.56 | $0.31 | ||
| Q3 24 | $4.26 | $0.44 | ||
| Q2 24 | $3.94 | $0.64 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $419.0M | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | $1.5B | $1.9B |
| 总资产 | $3.8B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资EXPLBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $419.0M | $27.6M | ||
| Q3 25 | $35.0M | $13.5M | ||
| Q2 25 | $59.7M | $19.6M | ||
| Q1 25 | $20.4M | $24.1M | ||
| Q4 24 | $31.2M | $20.0M | ||
| Q3 24 | $93.9M | $23.0M | ||
| Q2 24 | $46.5M | $30.0M |
总债务EXPLBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EXPLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B |
总资产EXPLBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.8B | $3.6B | ||
| Q3 25 | $3.4B | $3.5B | ||
| Q2 25 | $3.4B | $3.4B | ||
| Q1 25 | $3.3B | $3.4B | ||
| Q4 24 | $3.0B | $3.3B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $3.0B | $3.2B |
负债/权益比EXPLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $170.8M | — |
| 自由现金流经营现金流 - 资本支出 | $60.8M | — |
| 自由现金流率自由现金流/营收 | 10.9% | — |
| 资本支出强度资本支出/营收 | 19.8% | 13.1% |
| 现金转化率经营现金流/净利润 | 1.66× | — |
| 过去12个月自由现金流最近4个季度 | $231.8M | — |
8季度趋势，按日历期对齐
经营现金流EXPLBRT
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $195.4M | ||
| Q3 25 | $204.6M | $51.5M | ||
| Q2 25 | $136.6M | $170.6M | ||
| Q1 25 | $62.8M | $192.1M | ||
| Q4 24 | $119.9M | $177.3M | ||
| Q3 24 | $233.3M | $244.5M | ||
| Q2 24 | $132.6M | $248.2M |
自由现金流EXPLBRT
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | $-10.0M | ||
| Q3 25 | $96.1M | $-67.2M | ||
| Q2 25 | $60.5M | $33.1M | ||
| Q1 25 | $14.5M | $58.2M | ||
| Q4 24 | $72.5M | $-26.2M | ||
| Q3 24 | $166.8M | $77.9M | ||
| Q2 24 | $99.5M | $112.2M |
自由现金流率EXPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | -1.0% | ||
| Q3 25 | 15.0% | -7.1% | ||
| Q2 25 | 9.5% | 3.2% | ||
| Q1 25 | 3.1% | 6.0% | ||
| Q4 24 | 13.0% | -2.8% | ||
| Q3 24 | 26.7% | 6.8% | ||
| Q2 24 | 16.3% | 9.7% |
资本支出强度EXPLBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 19.8% | 19.8% | ||
| Q3 25 | 17.0% | 12.5% | ||
| Q2 25 | 12.0% | 13.2% | ||
| Q1 25 | 10.3% | 13.7% | ||
| Q4 24 | 8.5% | 21.6% | ||
| Q3 24 | 10.7% | 14.6% | ||
| Q2 24 | 5.4% | 11.7% |
现金转化率EXPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 14.28× | ||
| Q3 25 | 1.49× | 1.20× | ||
| Q2 25 | 1.11× | 2.40× | ||
| Q1 25 | 0.94× | 9.55× | ||
| Q4 24 | 1.00× | 3.42× | ||
| Q3 24 | 1.63× | 3.31× | ||
| Q2 24 | 0.99× | 2.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
LBRT
暂无分部数据
